|
1951
|
BankChampaign National Association
Champaign,
Illinois
|
$9.7K
|
–
|
–
|
–
|
|
|
1952
|
BFSG LLC
Irvine,
California
|
$9.46K
|
–
|
–
|
–
|
|
|
1953
|
Evolution Wealth Management
Fort Myers,
Florida
|
$8.73K
|
–
|
–
|
–
|
|
|
1954
|
First Community Trust
Dubuque,
Iowa
|
$8.73K
|
–
|
–
|
–
|
|
|
1955
|
Daytona Street Capital
Saint Louis,
Missouri
|
$8.64K
|
–
|
–
|
–
|
|
|
1956
|
Cambient Family Office
Ada,
Michigan
|
$8.48K
|
+$8.15K
|
+35
|
New
|
|
|
1957
|
Aventura Private Wealth
Aventura,
Florida
|
$8.24K
|
–
|
–
|
–
|
|
|
1958
|
Elevated Capital Advisors
Sandy,
Utah
|
$8K
|
–
|
–
|
–
|
|
|
1959
|
Granite Investment Partners
El Segundo,
California
|
$7.03K
|
–
|
–
|
–
|
|
|
1960
|
Richard W. Paul & Associates
Novi,
Michigan
|
$6.55K
|
–
|
–
|
–
|
|
|
1961
|
Broadwater Capital
Boston,
Massachusetts
|
$6.3K
|
–
|
–
|
–
|
|
|
1962
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.3K
|
+$6.06K
|
+26
|
New
|
|
|
1963
|
Tucker Asset Management
Littleton,
Colorado
|
$6.09K
|
+$5.82K
|
+25
|
New
|
|
|
1964
|
Legacy Bridge
West Des Moines,
Iowa
|
$6.06K
|
–
|
–
|
–
|
|
|
1965
|
Horizon Investments
Charlotte,
North Carolina
|
$5.82K
|
+$5.59K
|
+24
|
New
|
|
|
1966
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$5.58K
|
–
|
–
|
–
|
|
|
1967
|
Harvest Fund Management
Beijing,
China
|
$5K
|
–
|
–
|
–
|
|
|
1968
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$4.85K
|
–
|
–
|
–
|
|
|
1969
|
Toth Financial Advisory
Leesburg,
Virginia
|
$4.85K
|
–
|
–
|
–
|
|
|
1970
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$4.61K
|
-$25.2K
|
-108
|
-85%
|
|
|
1971
|
VanEck Associates
New York
|
$3.88K
|
-$466
|
-2
|
-11%
|
|
|
1972
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$3.88K
|
–
|
–
|
–
|
|
|
1973
|
Prosperity Bancshares
Houston,
Texas
|
$3.88K
|
+$3.73K
|
+16
|
New
|
|
|
1974
|
10Elms LLP
Tulsa,
Oklahoma
|
$3.39K
|
–
|
–
|
–
|
|
|
1975
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.92K
|
+$1.63K
|
+7
|
+140%
|
|
